CP
LMT icon

Canopy Partners’s Lockheed Martin LMT Stock Holding History

Canopy Partners’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Buy
1,266
+18
+1% +$9.73K 0.19% 100
2026
Q1 		$754K Sell
1,248
-103
-8% -$63.4K 0.26% 82
2025
Q4 		$653K Buy
1,351
+15
+1% +$7.18K 0.21% 88
2025
Q3 		$667K Sell
1,336
-240
-15% -$109K 0.22% 86
2025
Q2 		$730K Sell
1,576
-17
-1% -$7.96K 0.27% 74
2025
Q1 		$712K Buy
1,593
+35
+2% +$16.1K 0.28% 75
2024
Q4 		$757K Buy
1,558
+1,207
+344% +$658K 0.29% 78
2024
Q3 		$205K Buy
+351
New +$188K 0.09% 188

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Canopy Partners's LMT Position: Q2 2026 in Review

Canopy Partners increased its Lockheed Martin (LMT) stake by 1.4% in Q2 2026, buying an estimated $9.73K and bringing the position to 1,266 shares worth $645K. The position accounts for 0.19% of the portfolio, ranked #100.

Canopy Partners first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $757K in Q4 2024. 829 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Canopy Partners held 1,266 shares of Lockheed Martin worth $645K as of Q2 2026.
  • Canopy Partners bought 18 Lockheed Martin shares in Q2 2026, an estimated $9.73K.
  • Lockheed Martin made up 0.19% of Canopy Partners's portfolio in Q2 2026, its #100 holding.
  • Canopy Partners first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Canopy Partners's Lockheed Martin position peaked at $757K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.